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Nuveen ESG Large-Cap Value ETF
NULV

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
151
Paulson Wealth Management
Illinois
$427K +$33.7K +832 +9%
WT
152
Washington Trust
Rhode Island
$415K – – –
CWS
153
Confluence Wealth Services
Pennsylvania
$412K +$1.78K +44 +0.4%
EWA
154
Emergent Wealth Advisors
New York
$411K – – –
GVAG
155
Great Valley Advisor Group
Delaware
$406K +$50.2K +1,239 +14%
FPF
156
First Pacific Financial
Washington
$388K – – –
MWM
157
Modera Wealth Management
New Jersey
$383K -$98.9K -2,440 -20%
PFBT
158
Parkside Financial Bank & Trust
Missouri
$378K -$20K -493 -5%
KAS
159
Kestra Advisory Services
Texas
$373K +$73.3K +1,807 +24%
AWM
160
Apollon Wealth Management
South Carolina
$371K +$54.7K +1,350 +17%
VCP
161
Verus Capital Partners
Arizona
$369K +$88K +2,171 +31%
EPP
162
ETF Portfolio Partners
Kansas
$363K +$13.9K +343 +4%
RW
163
RVW Wealth
California
$359K +$72.5K +1,788 +25%
CWD
164
Clarity Wealth Development
Oregon
$349K +$23.3K +575 +7%
CTC
165
Central Trust Company
Missouri
$341K -$8.39K -207 -2%
TF
166
Trek Financial
Arizona
$340K +$25.3K +624 +8%
CPIG
167
Chicago Partners Investment Group
Illinois
$340K -$18.9K -467 -5%
TC
168
Trust Company
Kansas
$334K -$19.7K -485 -6%
CRFG
169
Columbia River Financial Group
Washington
$325K -$34.8K -857 -10%
SA
170
Sanctuary Advisors
Indiana
$322K +$24K +593 +8%
SWP
171
Stratos Wealth Partners
Ohio
$310K +$1.26K +31 +0.4%
AAP
172
Arax Advisory Partners
Colorado
$299K +$150K +3,688 +100%
WFM
173
Wolff Financial Management
Michigan
$293K +$9K +222 +3%
TIM
174
Tortoise Investment Management
New York
$292K – – –
FA
175
Fountainhead AM
New Jersey
$291K -$58.8K -1,449 -17%
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